Terry is probably one of only a handful of Americans who has read and studied all of the major legislation passed since the onslaught of the Great Recession. In his book, he summarizes these 5
major pieces of legislation passed since the fall of 2008. He explains why the legislation was passed, the major components of each piece, and more importantly, how these new laws affect the
average man and woman of America. Terry has been a banker for the last 25 years. He is originally from Indianapolis, Indiana, and has spent the last 15 years living and working in Naples,
Florida. He is a Certified Financial Planner (CFP) and his passion is helping his clients with the many facets of their personal wealth and retirement issues. He has had the pleasure and
adventure of serving wealthy clients in one of the most beautiful, high-end communities in the U.S., Naples, Florida.
